one8zero8 LLC Takes Position in Palo Alto Networks, Inc. $PANW

one8zero8 LLC purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, Holdings Channel.com reports. The fund purchased 1,985 shares of the network technology company’s stock, valued at approximately $677,000.

Several other institutional investors have also recently bought and sold shares of PANW. Trilogy Capital Inc. grew its holdings in shares of Palo Alto Networks by 1.8% during the second quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock worth $725,000 after purchasing an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC raised its holdings in shares of Palo Alto Networks by 1.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock valued at $1,093,000 after buying an additional 38 shares during the last quarter. Orrstown Financial Services Inc. raised its holdings in shares of Palo Alto Networks by 1.2% in the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after buying an additional 38 shares during the last quarter. GSG Advisors LLC lifted its position in Palo Alto Networks by 0.4% during the 1st quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock worth $2,010,000 after buying an additional 51 shares in the last quarter. Finally, Outfitters Financial LLC lifted its position in Palo Alto Networks by 1.7% during the 4th quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock worth $601,000 after buying an additional 55 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Down 3.8%

Shares of Palo Alto Networks stock opened at $359.76 on Thursday. The business has a fifty day simple moving average of $334.41 and a 200 day simple moving average of $239.69. The stock has a market cap of $293.20 billion, a PE ratio of 294.89, a price-to-earnings-growth ratio of 12.55 and a beta of 0.91. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the prior year, the firm posted $0.37 earnings per share. The company’s quarterly revenue was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Research analysts predict that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Insider Buying and Selling

In related news, Director James J. Goetz sold 20,000 shares of the stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the sale, the director directly owned 20,000 shares in the company, valued at $5,598,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Aparna Bawa sold 290 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total transaction of $101,134.60. Following the transaction, the director directly owned 6,437 shares in the company, valued at $2,244,839.38. The trade was a 4.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,839 shares of company stock worth $27,079,580 over the last quarter. Insiders own 1.40% of the company’s stock.

Palo Alto Networks News Summary

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target for Palo Alto Networks from $340 to $425 and maintained an “overweight” rating, implying substantial potential upside from recent trading levels. Cantor Fitzgerald price-target update
• Positive Sentiment: Palo Alto Networks introduced its Frontier AI Critical Defense Program, a collaboration focused on protecting critical infrastructure from AI-driven vulnerabilities. The initiative could strengthen PANW’s positioning in the growing AI-security market, although its near-term financial impact is unclear. Frontier AI Critical Defense Program announcement
• Neutral Sentiment: TD Cowen reportedly expects strong appreciation for PANW shares, while other brokerage coverage gives the stock a “Moderate Buy” average recommendation. These views support the long-term outlook but did not prevent near-term selling. TD Cowen forecast
• Neutral Sentiment: A lawmaker’s disclosed purchases of several cybersecurity stocks highlight continued investor and policy interest in the sector, but the purchases were not specific to Palo Alto Networks and are unlikely to materially affect PANW’s valuation. Cybersecurity stock purchases
• Negative Sentiment: Cybersecurity shares sold off broadly, with CrowdStrike declining sharply despite a higher Truist price target; Palo Alto Networks also fell during the session. The sector move appears to be the main immediate pressure on PANW. Cybersecurity sector selloff
• Negative Sentiment: Investors may also be taking profits after a substantial rally. With PANW trading at a very elevated earnings multiple, strong growth expectations leave the stock vulnerable when sector sentiment weakens or positive news fails to exceed expectations. Palo Alto Networks trading update

Analyst Upgrades and Downgrades

Several research firms have weighed in on PANW. Morgan Stanley set a $400.00 price objective on shares of Palo Alto Networks in a research report on Monday. Needham & Company LLC upped their target price on shares of Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a research report on Tuesday, July 7th. TD Cowen increased their price target on shares of Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Monday. The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, William Blair restated an “outperform” rating on shares of Palo Alto Networks in a research report on Tuesday, June 16th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and an average price target of $360.89.

About Palo Alto Networks

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.